IYM vs CUT

AIYM

BCUT

Measures won4–2IYM wins · of 6 · 5Y

$10,000 · 5Y$15,057IYM · CUT $9,185

Lowest cost0.37%IYM · $37 on $10k

Most income2.44%CUT · $244 on $10k

Smallest drop−13.6%IYM · worst fall in 1Y

Held in common3.4%IYM and CUT

IYM

CUT

iShares U.S. Basic Materials ETF · $1.2BInvesco MSCI Global Timber ETF · $30M

+16.4%3 years · per year$15,752 · $10,978+3.2%

+8.5%5 years · per year$15,057 · $9,185−1.7%

0.37%Expense ratio$37 · $99 on $10k · lower wins0.99%

1.25%12-mo yield$125 · $244 on $10k2.44%

−13.6%Worst dropSmaller wins−19.6%

20.4%VolatilityLower wins18.6%

4–2IYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYM · CUT

1.9%IP4.5%

1.5%AVY5.4%

Held in common3.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.25%	+2.2%	+20.3%	+31.6%	+16.4%	+8.5%	−13.6%	$1.2B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk		0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIYM	iShares U.S. Basic Materials ETFRead Desk		0.37%	1.25%	+2.2%	+20.3%	+31.6%	+16.4%	+8.5%	−13.6%	$1.2B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk		0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYM vs CUT

IYM

iShares U.S. Basic Materials

$15,057

CUT

Invesco MSCI Global Timber

$9,185

MeasureIYMCUT

Fee0.37%0.99%

Cost on $10k a year$37$99

Yield1.25%2.44%

5 years, per year+8.5%−1.7%

3 years, per year+16.4%+3.2%

Worst drop · 1Y−13.6%−19.6%

Volatility · 1Y20.4%18.6%

4–2measures won
IYM first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IYM, CUT

Today

3.4%most shared, IYM and CUT

IYMCUT

IYM—3.4%

CUT3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, CUT

CUT$244 − $99 = $145

IYM$125 − $37 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee